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Aptus Capital Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Aptus Capital Advisors’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.62M Buy
145,413
+15,572
+12% +$816K 0.05% 277
2026
Q1 		$6.82M Buy
129,841
+11,598
+10% +$613K 0.05% 285
2025
Q4 		$6.25M Sell
118,243
-23,090
-16% -$1.22M 0.04% 292
2025
Q3 		$7.49M Sell
141,333
-3,899
-3% -$206K 0.05% 252
2025
Q2 		$7.66M Sell
145,232
-17,387
-11% -$908K 0.06% 232
2025
Q1 		$8.52M Buy
162,619
+4,314
+3% +$224K 0.09% 196
2024
Q4 		$8.18M Buy
158,305
+143,177
+946% +$7.44M 0.09% 199
2024
Q3 		$797K Buy
15,128
+14,074
+1,335% +$732K 0.01% 450
2024
Q2 		$54K Buy
1,054
+1
+0.1% +$51 ﹤0.01% 884
2024
Q1 		$54K Sell
1,053
-40,962
-97% -$2.1M ﹤0.01% 886
2023
Q4 		$2.15M Buy
42,015
+40,539
+2,747% +$2.04M 0.06% 219
2023
Q3 		$73.5K Sell
1,476
-2,860
-66% -$143K ﹤0.01% 651
2023
Q2 		$218K Sell
4,336
-7,667
-64% -$386K 0.01% 466
2023
Q1 		$607K Sell
12,003
-11,800
-50% -$592K 0.02% 305
2022
Q4 		$1.19M Buy
23,803
+12,501
+111% +$619K 0.04% 266
2022
Q3 		$557K Sell
11,302
-10,398
-48% -$525K 0.01% 317
2022
Q2 		$1.1M Buy
21,700
+21,697
+723,233% +$1.1M 0.03% 234
2022
Q1 		$0 Sell
3
-63
-95% -$3.32K ﹤0.01% 705
2021
Q4 		$4K Buy
+66
New +$3.57K ﹤0.01% 525
2021
Q3 		– Sell
-1,701
Closed -$93K – 574
2021
Q2 		$93K Sell
1,701
-65
-4% -$3.56K ﹤0.01% 401
2021
Q1 		$97K Sell
1,766
-2,774
-61% -$152K ﹤0.01% 373
2020
Q4 		$250K Buy
4,540
+1,922
+73% +$106K 0.01% 282
2020
Q3 		$143K Buy
+2,618
New +$144K 0.01% 308
2020
Q1 		– Sell
-1,000
Closed -$53K – 461
2019
Q4 		$53K Buy
+1,000
New +$53.6K ﹤0.01% 396

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Aptus Capital Advisors's IGSB Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 12% in Q2 2026, buying an estimated $816K and bringing the position to 145,413 shares worth $7.62M. The position accounts for 0.05% of the portfolio, ranked #277.

Aptus Capital Advisors first reported a position in IGSB in Q4 2019 and has held it in 24 quarters since. The position peaked at $8.52M in Q1 2025. 1,007 funds tracked by Wall St. Rank hold IGSB as of Q2 2026.

  • Aptus Capital Advisors held 145,413 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $7.62M as of Q2 2026.
  • Aptus Capital Advisors bought 15,572 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $816K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.05% of Aptus Capital Advisors's portfolio in Q2 2026, its #277 holding.
  • Aptus Capital Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q4 2019 and has held it in 24 quarters since.
  • Aptus Capital Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $8.52M in Q1 2025.
  • 1,007 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.